1. Nobody trusts the numbers
Different files show different totals, and meetings start with arguing about which sheet is right.
2. One person holds it all together
If a key file only works because one colleague knows its formulas, your business has a single point of failure.
3. Month-end takes days
Copying, checking and reconciling data by hand delays every decision.
- Manual reconciliation
- Late reports
- Errors found after decisions
4 and 5. Growth and audits hurt
New branches, more staff or an audit request suddenly turn into weeks of extra work.
Key takeaways
- Watch for trust, people and time problems
- Start with the process that hurts most
- Move one process at a time